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Succession in the Aging Society, especially from the Standpoint of Comparative Law.

Research Project

Project/Area Number 15530056
Research Category

Grant-in-Aid for Scientific Research (C)

Allocation TypeSingle-year Grants
Section一般
Research Field Civil law
Research InstitutionHOKKAIDO UNIVERSITY

Principal Investigator

OHTSUKA Ryuji  Hokkaido Univ., Grad.School of Law, Prof., 大学院・法学研究科, 教授 (30009815)

Co-Investigator(Kenkyū-buntansha) FUJIWARA Masanori  Hokkaido Univ., Grad.School of Law, Prof., 大学院・法学研究科, 教授 (70190105)
YAMAMOTO Tetsuo  Hokkaido Univ., Grad.School of Law, Asso.Prof., 大学院・法学研究科, 助教授 (80230572)
Project Period (FY) 2003 – 2005
Project Status Completed (Fiscal Year 2005)
Budget Amount *help
¥3,100,000 (Direct Cost: ¥3,100,000)
Fiscal Year 2005: ¥1,000,000 (Direct Cost: ¥1,000,000)
Fiscal Year 2004: ¥600,000 (Direct Cost: ¥600,000)
Fiscal Year 2003: ¥1,500,000 (Direct Cost: ¥1,500,000)
Keywordslaw of succession / succession of corporation / will contract / Precedent / Subsequent succession / revocable trust / succession tax / insurance / life insurance / 企業承継 / 配偶者相続権 / 先取りした相続 / 法定相続の空洞化 / 遺留分条項 / 遺言自由 / 予防法学 / 社会法 / 保険契約法 / 高齢社会 / 遺産承継 / 生前処分 / 死因処分 / 法廷相続の空洞化
Research Abstract

The aim of this research lies in investigating the various possibilities or ways to translate a mount of estate form inheritee to heirs in the recent aging society. We have chosen as our main object of the research some law-institutions in German law. For German law does not know trust and to compensate this defect of law system he uses some contractual means to translate estate form the aged generation to the future inheritors.
1.The main subject of the research consists of three parts.
(1)Succession of Enterprises : The succession of enterprise plays a very important roll in our industry society. For it concerns not only the succession of the family-estate but also with the employment of the area of this enterprise. If the many heirs claim their share, the enterprise will be divided into many parts, which does not function as a economical unit. To prevent such misery German law developed some means.
(2)Some contractual means to translate (mainly family-) estate : In this area German law … More has many possibilities. For example will-contract, Precedent /Subsequent succession, contract of succession and so on. Especially plays Arrangements inter vivor a great roll in recent days. Because from this way heirs can be relieved, if they give their inheritee some services as an equivalent of estate given from the aging parents.
(3)Insurance : Insurance especially endowment insurance plays a important roll today. But it means, the great part of estate can fall out of inheritance. This possibility can gravely harm the interest of creditor of inheritance and the other heirs.
2.Some conclusions of this research
(1)We have from long time a institution trust like in anglo-american law. But in our society we could use this way in a very narrow area. And we do not have law-institution such as will contract and precedent/subsequent succession like in German law. This defect must be compensated whether by trust or by legislative ways in succession law.
(2)In addition to this problem mentioned above it is very difficult in our tax-system, to translate estate in the time, when the the translator is alive.
As consequence we could say, our system of succession has many defects especially facing the aging society in recent days. Less

Report

(4 results)
  • 2005 Annual Research Report   Final Research Report Summary
  • 2004 Annual Research Report
  • 2003 Annual Research Report
  • Research Products

    (61 results)

All 2005 2004 2003 Other

All Journal Article (48 results) Book (8 results) Publications (5 results)

  • [Journal Article] 最近三〇年間の遺留分をめぐるドイツの法改正論議(3)(4)(5・完)-高齢社会の下の遺留分の存在論-2005

    • Author(s)
      藤原 正則
    • Journal Title

      北大法学論集 55巻5号, 55巻6号, 56巻2号

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] マクシミリアン・フックス「高齢化社会の相続法」<翻訳>2005

    • Author(s)
      藤原 正則
    • Journal Title

      信託 221号

      Pages: 250-268

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 無権限弁済受領者への債権者の不当利得返還請求の可否2005

    • Author(s)
      藤原 正則
    • Journal Title

      民商法雑誌 132巻1号

      Pages: 112-118

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 『無所有共用一体社会』の実現を活動の目的としている団体に加入するに当たり全財産を出えんした者がその後同団体から脱退した場合に合理的かつ相当と認められる範囲で不当利得返還請求権を有するとされた事例2005

    • Author(s)
      藤原 正則
    • Journal Title

      判例評論(判例時報) 560号(1900号)

      Pages: 217-221

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 第III章-18(商法580条1項の趣旨)〜第IV章-9(保険受取人の指定変更の方法)2005

    • Author(s)
      山本 哲生
    • Journal Title

      商法判例集 (山下友信, 神田秀樹編)((有斐閣)) (所収)

      Pages: 254-287

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 請求・通知事故方式保険と事故発生の不通知2005

    • Author(s)
      山本 哲生
    • Journal Title

      競争法の現代的諸相〔上〕-厚谷襄兒先生古稀記念論集 (稗貫俊文編)((信山社出版)) (所収)

      Pages: 303-333

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] (分担執筆)2005

    • Author(s)
      山本 哲生
    • Journal Title

      逐条D&O保険約款 (山下友信編著)((商事法務)) (所収)

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 保険契約の合意解除2005

    • Author(s)
      山本 哲生
    • Journal Title

      保険関係訴訟法(新・裁判実務大系19) (塩崎勤, 山下文編)((青林書院)) (所収)

      Pages: 67-77

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Recent 30 Years Law-Reform-Discussion about Statutory Share in German Law (3)2005

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      The Hokkaido Law Review Vol.55, No.5

      Pages: 35-92

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Recent 30 Years Law-Reform-Discussion about Statutory Share in German Law (4)2005

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      The Hokkaido Law Review Vol.55. No.6

      Pages: 121-166

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Recent 30 Years Law-Reform-Discussion about Statutory Share in German Law (5)2005

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      The Hokkaido Law Review Vol.56, No.2

      Pages: 51-102

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Maximilian Fucks, The Law of Succession in an Aging Society (Translation).2005

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      Sintaku No.221

      Pages: 250-268

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Claim against non-creditor of unjustly enriched payment from real creditor.2005

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      Minshohozassi Vol.132, No.1

      Pages: 112-118

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Claim of recovery of contribution from the donator against the donatee, which consists of donator-members.2005

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      Hanreijiho No.1900

      Pages: 217-221

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Failure to notify claims under Claims made and notified policies.2005

    • Author(s)
      YAMAMOTO, Tetsuo
    • Journal Title

      Modern Aspects of Competition Law(HIENUKI, Toshifumi eds.)(Shinzansha)

      Pages: 303-333

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Rescission of Insurance Contracts.2005

    • Author(s)
      YAMAMOTO, Tetsuo
    • Journal Title

      Law of Insurance Litigation(Practice of legal proceedings 19(new ed.))(SHIOZAKI, Tsutomu, YAMASHITA, Takeshi(eds.))(Seirinshoin)

      Pages: 67-77

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 最近三〇年間の遺留分をめぐるドイツの法改正論議(4)(5・完)-高齢社会の下の遺留分の存在論-2005

    • Author(s)
      藤原 正則
    • Journal Title

      北大法学論集 56巻6号 56巻2号

    • Related Report
      2005 Annual Research Report
  • [Journal Article]2005

    • Author(s)
      藤原 正則
    • Journal Title

      ドイツ社会法の構造と展開:理論、方法、実践(ハンス・F・ツァハー著/新井誠監訳)(日本評論社)

    • Related Report
      2005 Annual Research Report
  • [Journal Article] マクシミリアン・フックス「高齢社会の相続法」<翻訳>2005

    • Author(s)
      藤原 正則
    • Journal Title

      信託 221号

      Pages: 250-268

    • Related Report
      2005 Annual Research Report
  • [Journal Article]2005

    • Author(s)
      山本 哲生
    • Journal Title

      逐条D&O保険約款(山下友信編著)(商事法務) (所収)

    • Related Report
      2005 Annual Research Report
  • [Journal Article] 保険契約の合意解除2005

    • Author(s)
      山本 哲生
    • Journal Title

      保険関係訴訟法(新・裁判実務大系19)(塩崎勤・山下丈編)(青林書院) (所収)

      Pages: 67-77

    • Related Report
      2005 Annual Research Report
  • [Journal Article] 最近三〇年間の遺留分をめぐるドイツの法改正論議(3)-高齢社会の下の遺留分の存在論-2005

    • Author(s)
      藤原 正則
    • Journal Title

      北大法学論集 55巻5号

      Pages: 35-92

    • NAID

      120000962726

    • Related Report
      2004 Annual Research Report
  • [Journal Article] 信義則上株主総会決議のないことを理由に取締役への退職金の支払いを拒めないとされた事例2004

    • Author(s)
      大塚 龍児
    • Journal Title

      私法判例リマークス(法律時報別冊) 28号(2004年上)

      Pages: 102-105

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 他人の氏名による署名2004

    • Author(s)
      大塚 龍児
    • Journal Title

      手形小切手判例百選〔第6版〕

      Pages: 4-5

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary 2004 Annual Research Report
  • [Journal Article] 顧客の株式を無断売却して、売却代金を顧客の口座に振り込んだが、後に株式を顧客に返還した証券会社の、顧客に対する売却代金相当額の不当利得返還請求権2004

    • Author(s)
      藤原 正則
    • Journal Title

      私法判例リマークス(法律時報別冊) 28号(2004年上)

      Pages: 62-65

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 最近三〇年間の遺留分をめぐるドイツの法改正論議(1)(2)-高齢社会の下の遺留分の存在論-2004

    • Author(s)
      藤原 正則
    • Journal Title

      北大法学論集 55巻3号, 55巻4号

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 死後委任事務の判例と成年後見への応用の可能性2004

    • Author(s)
      藤原 正則
    • Journal Title

      実践成年後見(民事法研究会) 10号

      Pages: 18-25

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary 2004 Annual Research Report
  • [Journal Article] イギリスにおける受寄者、下請業者等の被保険利益に関する法理の展開2004

    • Author(s)
      山本 哲生
    • Journal Title

      法学(東北大学) 67巻6号

      Pages: 194-233

    • NAID

      110000332369

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 自己を被保険者とする生命保険契約の受取人変更と遺贈・死因贈与2004

    • Author(s)
      山本 哲生
    • Journal Title

      保険事例研究会レポート(生命保険文化センター) 185号

      Pages: 1-7

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 税理士職業賠償責任保険約款の免責条項の適用の有無2004

    • Author(s)
      山本 哲生
    • Journal Title

      民商法雑誌 130巻6号

      Pages: 1153-1170

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary 2004 Annual Research Report
  • [Journal Article] 手形を所持しない者の裁判上の請求と時効の中断2004

    • Author(s)
      山本 哲生
    • Journal Title

      手形小切手判例百選〔第6版〕

      Pages: 160-161

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary 2004 Annual Research Report
  • [Journal Article] Case study of breach of good faith : The company could not refuse to pay the director's retirement allowance by reason that there was no resolution about it by the general meeting of shareholders.2004

    • Author(s)
      OHTSUKA, Ryuji
    • Journal Title

      Sihohanrei-Remarks No.28

      Pages: 102-105

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] The signature on the commercial paper under the name of other's.2004

    • Author(s)
      OHTSUKA, Ryuji
    • Journal Title

      Cases and Comments on negotiable instruments(6th ed.)

      Pages: 4-5

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Liability of Company to Customer for Sailing of shares received from Customer.2004

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      Sihohanrei-Remarks No.28

      Pages: 62-65

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Postmortal Agency and Support of aged persons.2004

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      Jissen Seinenkouken No.10

      Pages: 18-25

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Recent 30 Years Law-Reform-Discussion about Statutory Share in German Law(1)2004

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      The Hokkaido Law Review Vol.55, No.3

      Pages: 73-124

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Recent 30 Years Law-Reform-Discussion about Statutory Share in German Law(2)2004

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      The Hokkaido Law Review Vol.55, No.4

      Pages: 123-174

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Change of a beneficiary under an insurance on one's own life and bequest.2004

    • Author(s)
      YAMAMOTO, Tetsuo
    • Journal Title

      Hokenjireikenkyukai Report (Seimeihokenbunka Center) No.185

      Pages: 1-7

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Insurable Interests of Bailees and Subcontractors in England.2004

    • Author(s)
      YAMAMOTO, Tetsuo
    • Journal Title

      Hogaku Vol.67, No.6

      Pages: 194-233

    • NAID

      110000332369

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] The exception in licensed tax accounts liability policy.2004

    • Author(s)
      YAMAMOTO, Tetsuo
    • Journal Title

      Minshohozasshi Vol.130, No.6

      Pages: 1153-1170

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Chap.3-18(The purpose of art. 580 (1) Commercial law)〜Cha 4-9 (The method of changing beneficiaries)2004

    • Author(s)
      YAMAMOTO, Tetsuo
    • Journal Title

      Commercial law-cases and comments(YAMASHITA, Tomonobu, KANDA, Hideki(eds.))(Yuhikaku)

      Pages: 254-287

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] Suspension of extinctive prescription by judicial claims without instruments.2004

    • Author(s)
      YAMAMOTO, Tetsuo
    • Journal Title

      Cases and Comments on negotiable instruments(6th ed.)

      Pages: 160-161

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] 信義則上株主総会決議のないことを理由に取締役への退職金の支払いを拒めないとされた事例2004

    • Author(s)
      大塚 龍児
    • Journal Title

      私法判例リマークス 28号(2004〔上〕)

      Pages: 102-105

    • Related Report
      2004 Annual Research Report
  • [Journal Article] 最近三〇年間の遺留分をめぐるドイツの法改正論議(1)-高齢社会の下の遺留分の存在論-2004

    • Author(s)
      藤原 正則
    • Journal Title

      北大法学論集 55巻3号

      Pages: 73-124

    • NAID

      120000963070

    • Related Report
      2004 Annual Research Report
  • [Journal Article] 最近三〇年間の遺留分をめぐるドイツの法改正論議(2)-高齢社会の下の遺留分の存在論-2004

    • Author(s)
      藤原 正則
    • Journal Title

      北大法学論集 55巻4号

      Pages: 123-174

    • NAID

      120000963515

    • Related Report
      2004 Annual Research Report
  • [Journal Article] 第III章-18(商法580条1項の趣旨)〜第IV章-9(保険受取人の指定変更の方法)2004

    • Author(s)
      山本 哲生
    • Journal Title

      商法判例集(山下友信=神田秀樹編)(有斐閣) (所収)

      Pages: 254-287

    • Related Report
      2004 Annual Research Report
  • [Journal Article] 区分所有権ほか(20項目)2003

    • Author(s)
      藤原 正則
    • Journal Title

      コンサイス法律学用語辞典 (三省堂) (所収)

    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Journal Article] The ownership of apartment and other articles.(20 articles)2003

    • Author(s)
      FUJIWARA, Masanori
    • Journal Title

      Concise Law Dictionary(SATO, Koji(ed.))(Sanseido)

    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Book] ドイツ社会法の構造と展開 : 理論、方法、実践2005

    • Author(s)
      ハンス・F・ツァハー著, 新井誠監訳, 藤原正則ほか訳
    • Publisher
      日本評論社
    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Book] 民法(2)物権<第2版>(有斐閣アルマ Specialized)2005

    • Author(s)
      千葉恵美子, 藤原正則, 七戸克彦
    • Publisher
      有斐閣
    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Book] Property Law, 2nd ed.(with CHIBA, Emiko, SHICHINOHE, Katsuhiko)2005

    • Author(s)
      FUJIWARA, Masanori
    • Publisher
      Yuhikaku
    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Book] Hans F.Zacher, Das Sozial Recht in Deutschland (translation)(ARAI, Makoto et al.)2005

    • Author(s)
      FUJIWARA, Masanori
    • Publisher
      Nihonhyoronsha
    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Book] 民法(2)物権<第2版>(有斐閣アルマSpecialized)2005

    • Author(s)
      千葉恵美子, 藤原正則, 七戸克彦/著
    • Publisher
      有斐閣
    • Related Report
      2005 Annual Research Report
  • [Book] 保険法<第2版>(有斐閣アルマ Specialized)2004

    • Author(s)
      山下友信, 竹濱修, 洲崎博史, 山本哲生
    • Publisher
      有斐閣
    • Description
      「研究成果報告書概要(和文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Book] Insurance Law, 2nd ed. (with YAMASHITA, Tomonobu, TAKEHAMA, Osamu, SUZAKI, Hiroshi)2004

    • Author(s)
      YAMAMOTO, Tetsuo
    • Publisher
      Yuhikaku
    • Description
      「研究成果報告書概要(欧文)」より
    • Related Report
      2005 Final Research Report Summary
  • [Book] 保険法(有斐閣Specialized)2004

    • Author(s)
      山下 友信, 竹濱 修, 洲崎 博史, 山本 哲生
    • Publisher
      有斐閣
    • Related Report
      2004 Annual Research Report
  • [Publications] 大塚 龍児: "信義則上株主総会決議のないことを理由に取締役への退職金の支払いを拒めないとされた事例"私法判例リマークス(法律時報別冊). 28号(2004年上). 102-105 (2004)

    • Related Report
      2003 Annual Research Report
  • [Publications] 藤原 正則: "顧客の株式を無断売却して、売却代金を顧客の口座に振り込んだが、後に株式を顧客に返還した証券会社の、顧客に対する売却代金相当額の不当利得返還請求権"私法判例リマークス(法律時報別冊). 28号(2004年上). 62-65 (2004)

    • Related Report
      2003 Annual Research Report
  • [Publications] 藤原 正則: "区分所有権ほか(20項目)"コンサイス法律学用語辞典(三省堂). (所収). (2003)

    • Related Report
      2003 Annual Research Report
  • [Publications] 山本 哲生: "イギリスにおける受寄者、下請業者等の被保険利益に関する法理の展開"法学(東北大学). 67巻6号. 194-233 (2004)

    • Related Report
      2003 Annual Research Report
  • [Publications] 山本 哲生: "自己を被保険者とする生命保険契約の受取人変更と遺贈・死因贈与"保険事例研究会レポート(生命保険文化センター). 185号. 1-7 (2004)

    • Related Report
      2003 Annual Research Report

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Published: 2003-04-01   Modified: 2016-04-21  

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